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Welltower
WELL

Overview Fund Activity

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
576
Tocqueville Asset Management
New York
$3K – – –
AWCI
577
Alpine Woods Capital Investors
New York
$2.16K +$564 +9,000 +35%
CAW
578
Cornerstone Advisors (Washington)
Washington
$2K +$2K +25 New
CCS
579
Crosspoint Capital Strategies
California
$1K -$5K -80 -83%
LFR
580
Lehman Financial Resources
Pennsylvania
$1K – – –
Walleye Trading
581
Walleye Trading
New York
$775 -$467 -7,451 -38%
NDSI
582
Newman Dignan & Sheerar Inc
Rhode Island
$244 – – –
HSS
583
Harrison Street Securities
Illinois
– -$10.8M -180,685 Closed
WI
584
WBI Investments
New Jersey
– -$10.5M -176,784 Closed
GF
585
Goodman Financial
Texas
– -$3.86M -64,824 Closed
Fiera Capital (Canada)
586
Fiera Capital (Canada)
Quebec, Canada
– -$1.78M -29,775 Closed
Jane Street
587
Jane Street
New York
– -$816K -13,696 Closed
AAM
588
Aston Asset Management
Illinois
– -$686K -11,505 Closed
SCM
589
Stux Capital Management
New York
– -$679K -11,400 Closed
SONJCPFE
590
State of New Jersey Common Pension Fund E
New Jersey
– -$596K -10,000 Closed
T
591
TradeWorx
New Jersey
– -$519K -8,716 Closed
QBFM
592
QS Batterymarch Financial Management
New York
– -$284K -4,764 Closed
CL
593
CSS LLC
Illinois
– -$274K -4,601 Closed
QC
594
QCM Cayman
Texas
– -$259K -4,341 Closed
PL
595
Plancorp LLC
Missouri
– -$230K -3,850 Closed
NB
596
Norinchukin Bank
Japan
– -$224K -3,758 Closed
FTIOP
597
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$201K -3,370 Closed
SCG
598
Strategic Capital Group
Washington
– -$82K -1,374 Closed
ECM
599
ETrade Capital Management
Virginia
– -$77K -1,288 Closed
AR
600
Advisory Research
Illinois
– -$70K -1,171 Closed
21 22 23
24
25